Filings through .
Filed January 2, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,003 |
21 funds of $250K or more; 15 lines in all, holding $22.7M of the plan's $23.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $12.3M | 54.2% |
| including maturity date, FID 500 Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 13.4% |
| Stable Value Fund Class R1 Manager not matched · Stable value Stable value | $1.7M | 7.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.0M | 4.5% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $861K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $753K | 3.3% |
| VI Mid-Cap Val R6 Manager not matched · Mutual fund | $740K | 3.3% |
| Jhancock Bond R6 Manager not matched · Mutual fund | $673K | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $460K | 2.0% |
| Putn Large CP Val R1 Manager not matched · Collective trust | $438K | 1.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.